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About This Course

Who this course is for:

  • Accountants
  • Bookkeepers
  • Business owners

What you’ll learn: 

  • How to use the loan manager to generate an amortization schedule
  • Generate an amortization table in Excel
  • Generate bills or checks for payments with proper breakdown of principal and interest
  • Make loan projections

Software version used in the course: 

  • QuickBooks Desktop Pro 2021

This is the twelfth in a series of courses covering QuickBooks Desktop Pro 2021, comprehensively.

We will outline what the loan manager is and how to use it.

Learners will learn how to use the loan manager to generate an amortization table, a list of future payments, the interest and principal portion of each payment, and the loan balance after each.

The course will demonstrate how to generate an amortization table in Excel for comparison to the loan manager, Excel providing a transparent look at what an amortization table is and how it is calculated.

We will show how the loan manager can be used to generate bills or checks as payments become due in accordance to the loan manager amortization table, the bills and checks generated properly breaking out the amount of the payment applying to interest and the amount applying to principal.

Learners will run multiple practice scenarios utilizing the loan manager tool.

The course will also demonstrate how the loan manager can be used to make loan projections, the demonstrations comparing the loan manager tools to those that can be found in Excel.

Our Promise to You

By the end of this course, you will have learned how to use the loan manager and generate amortization tables in QuickBooks Desktop 2021.

30 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about using QuickBooks Desktop 2021.

Course Curriculum

Section 1 - Overview
Loan Amortization Schedule 00:00:00
Loan Manager Overview 00:00:00
Loan Manager Setup QuickBooks File 00:00:00
Section 2 - Setup Loan
Loan Manager Amortization Table Excel 00:00:00
Loan Manager Setup New Loan 00:00:00
Section 3 - Generate Checks And Bills
Loan Manager Generate Checks And Bills 00:00:00
Section 4 - Setup Loan Where Payments Have Already Been Made
Loan Manager Enter Loan Where Payments Have Already Been Made 00:00:00
Section 5 - Use What If Scenario Tool
Loan Manager What If Scenario Tool 00:00:00
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